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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
526
Dupont Capital Management
Delaware
$3.22M -$922K -9,815 -22%
BP
527
BBR Partners
New York
$3.22M +$2.8M +29,770 +665%
DIA
528
Dana Investment Advisors
Wisconsin
$3.2M +$378K +4,022 +13%
Jones Financial Companies
529
Jones Financial Companies
Missouri
$3.17M -$359K -3,823 -10%
DWM
530
Dakota Wealth Management
Florida
$3.15M +$569K +6,053 +22%
HSA
531
HBK Sorce Advisory
Pennsylvania
$3.14M +$14.6K +155 +0.5%
KC
532
Kinloch Capital
Virginia
$3.13M +$143K +1,524 +5%
LCM
533
LVM Capital Management
Michigan
$3.08M -$62.9K -670 -2%
NB
534
NBT Bank
New York
$3.08M -$164K -1,750 -5%
FBT
535
First Bankers Trust
Kentucky
$3.07M -$115K -1,225 -4%
WB
536
WesBanco Bank
West Virginia
$3.05M -$103K -1,100 -3%
XSC
537
X-Square Capital
Puerto Rico
$3.03M -$61.3K -653 -2%
SPC
538
Sigma Planning Corp
Michigan
$3.02M -$369K -3,927 -11%
MBTD
539
Mechanics Bank - Trust Department
California
$3M -$54.4K -579 -2%
TFA
540
Teamwork Financial Advisors
Texas
$3M +$1.83M +19,475 +156%
APA
541
American Portfolios Advisors
New York
$3M +$743K +7,910 +33%
WCM
542
Windward Capital Management
California
$2.99M -$34.9K -371 -1%
Nomura Holdings
543
Nomura Holdings
Japan
$2.98M -$47.9M -494,630 -94%
RIG
544
Roosevelt Investment Group
New York
$2.97M -$55K -585 -2%
CLOS
545
Compagnie Lombard Odier SCmA
Switzerland
$2.96M -$133K -1,415 -4%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$2.96M +$480K +5,115 +19%
YWP
547
YorkBridge Wealth Partners
New York
$2.95M – – –
AWM
548
Apollon Wealth Management
South Carolina
$2.93M +$170K +1,812 +6%
SIC
549
Salem Investment Counselors
North Carolina
$2.93M -$591K -6,295 -17%
CCG
550
Cloverfields Capital Group
Minnesota
$2.92M +$232K +2,466 +9%
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